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THE  RELATIVE:  COST  OP  OPERATING 

rrEAn  and  electric  LoconoTives 


S.  N.  HAVLICK 

J.  P.  SANGER 

K.  C.  MALWITZ 

T.  L.  AIJJEE 


:^  iNSTrruTE  op  tecmnologv 


6  2  5 


2t 


UNIVERSyTV  Li 


..'C 


Digitized  by  tine  Internet  Arciiive 

in  2009  witii  funding  from 

CARLI:  Consortium  of  Academic  and  Research  Libraries  in  Illinois 


http://www.archive.org/details/relativecostofopOOhavl 


THE  RELATIVE  COST  OF  OPERATING  STEAM  AND  ELECTRIC 
LOCOMOTIVES  FOR  SWITCHING  PURPOSES  ON  THE 


oj 


ST.  PAUL  RAILWAY  INDUSTRY  TRACKS      ^i",^ 


A  THESIS 


PRESENTED    BY 

SPENSER  N.  HAVLICK  AND  JOHN  P.  SANGER 

TO  THE 

PRESIDENT  AND  FACULTY 

OF 

ARMOUR  INSTITUTE  OF  TECHNOLOGY 

FOR  THE  DEGREE  OF 

BACHELOR  OF  SCIENCE 

IN 
MECHANICAL   ENGINEERING 


JUNE  2,  1921 


APPROVED 


ILLINOIS  INSTITUTE  OF  TECHNOLOGY  .--^^^^Z^.^'^-*^^^ 

"-■-'                                                        _,,-^vy  Professor  of  Mechanical  EngrineeriiiB 

PAULV.GALViNUBR/vRY 

35  WEST  33RD  STREET  . ^ 

v7xJVVl_vJi    w^  Dean  of  Engineering  Studies 

CHICAGO.  IL  60616 


Dean  of  Cultural  Studies 


THE  RELATIVE  COST  OF  OPERATION 
OF  STEAM  &  ELECTRIC  LOCOMOTIVES 
FOR  SWITCHING  PURPOSES  ON  THE 
ST.  PAUL  R.  R.  INDUSTRY  TRACKS. 


A  THESIS 


PRESENTED  BY 


R.  C.  MALWITZ  and  T.  L.  ALBEE 

TO  THE 

PRESIDENT  AND  FACULTY 

OF  THE 

ARMOUR  INSTITUTE  OF  TECHNOLOGY 

■      FOR  THE  DEGREE  OF 

BACHELOR  OF  SCIENCE 

IN 
ELECTRICAL  ENGINEERING 


JUNE  2.  1921 


APPROVED: 


cf:'^,^ 


'/lX6-t4/^-A/^^T-^ 


Piofettoi  of  Electrical  EogineeiiDg 


Deaa  of  EngiDeering  Studiet 


Dean  of  Cultural  Studiet 


f( 


'A  I 


mE  KSLAIIVB  COST  Qg  OPEBATIOM 
OF  STEAM  MP  ELECTRIC  L0C0M0TIVB3  gPR 
SWITCEIUG  SERVICE  01^  THE  ST.  PAUL  R,R, 
IXfDUSTRY  TRACKS 


^9811 


-!• 


The  industry  switching  serviwe  of  whioh 
this  thesis  is  a  study  is  furnished  to  customers 
located  along  the  C*M.&St.  Paul  Railroads  right- 
of-way  between  Montrose  Avenue  and  the 
northern  terminus  in  Evanston,  This  right  of 
way  is  leased  to  the  Chicago  Elevated  Railways 
which  company  has  recently  installed  electric 
locomotives  for  handling  the  freight  business. 
This  paper  is  a  study  of  the  relative  costs 
and  advantages  of  this  electric  operation 
compared  to  the  former  steam  operation.  All 
of  the  data  on  steam  operation  has  been 
obtained  from  records  of  the  C.M,&  St.Pual 
R.R.  The  elctrio  locomotives  were  in  operation 
for  only  five  months,  from  Hov,  1,1921  to 
Mar,  31st, 1921,  before  the  figures  here 
given  had  to  be  summarized,  but  it  is  the 

belief  of  the  authors  that  the  information 
gives  a  fair  basis  of  comparison.  The  data 
on  electrical  operation  was  furnished  by 
the  Northwestern  Elevated  Railroad  offices. 


-2- 


for  these  five  months  of  service. 

Freight  and  passenger  service  has 
been  furnished  over  the  line  in  question 
siji^ce  the  St  Paul  road  acquired  the  right  of 
way,  about  the  year  1900.  The  original  line 
was  steam  operated  between  Montrose  Avenue 
and  Evanston  until  the  summer  of  1907, 
Prior  to  1907,  the  northwestern 
Elevated  Railroad  operated  its  trains  as 
far  north  as  Wilson  Avenue  only.  But  in 
1907,  when  the  C.M.&  St.  Paul  R.R,  was 
loosing  heavily  by  operating  heavy  steam 
trains  in  the  Evanston  service,  and  the 
elev&ted  desired  such  passenger  service, 
the  feasibility  of  an  agreement  became 
apparent.  On  Aug, 22  the  agreement  became 
an  actual  fact  whereby  the  northwestern 
Elevated  took  over  the  passenger  service 
for  its  elettric  line,  and  the  St.  Paul 
retained  the  operation  of  the  freight 
service. 


-a- 


-3- 


The   expenses  were  to  "be  met  jointly 
by  the  two  roads;  the  steam  made  to  furnish 
the  structure  and  the  electric  the  rolling 
stock  and  electrical  distribution  system* 
The  structure  is  now  elevated  as  far  as 
University  Place,  Evanston,  and  the  Chicago 
Elevated  R.R.Co.,  which  incorporated  the 
northwestern  Elevated  R.R,  Co.,  in  1911, 
is  now  sat isf actor illy  handling  the 
passenger  service.  The  right-of-way  is 
still  owned  by  C.M.&  St. Paul  R.R. 

The  freight  service  to  the  industries 
located  along  the  right-of-way,  was  still 
handled  by  the  St.  Paul  after  1907,  that  road 
taking  the  freight  revenue  as  its  share  of 
the  profits. 

The  industries  served  ranged  along  a 
line  approximately  eight  miles  long  extending 
from  Montrose  Avenue  at  the  south  to  University 
Place  on  the  north.  At  present  there  are 
fourteen  separate  sidings  between  these  two 
points, The  main  service  consists  of  delivering 
coal  to  these  industries  and  returning  the 
empties  to  the  Montrose  Yards.  Some  few 


-4- 


loaded  cars  are  handled  south,  but  these  a- 
mount  to  hut  5fo   of  the  total  freight  hauled. 

Under  steam  operation  the  C.M.&  St.  Paul 
would  deliver  the  loaded  cars  daily  to  the 
receiving  yards  at  Montrose  Avenue  and  would 
take  away  the  empties.  Here  two  80  ton 
switching  engines  of  the  1-5  type  would  take 
the  cars,  sort  them  north,  distribute  and 
bring  back  the  empties.  Originally  the  engines 
alternated  on  day  and  night  shifts,  but  because 
of  complaints  received  from  the  residents  along 
the  right  of  way,  the  night  work  had  to  be 
abandoned, From  then  on  both  engines  worked 
day  shifts,  the  one  operating  north  from 
the  Montrose  Yards  and  returning  there  at 
nights,  and  the  other  operating  south  from 
Central  Str.  Evanston  and  remaining  at  the 
water  tank  siding  north  of  Howard  Avenue 
when  not  in  service. 

This  service  was  performed  on  the  sur- 
face apart  from  the  passenger  line  until 


-5- 


Jan.16,1915,  when  the  elevation  of  the 
tracks  was  completed.  This  elevation  had 
■become  necessary  "because  of  the  rapid  in- 
crease of  population  of  the  residential 
district  through  which  the  right-of-way 
f asses.  It  was  financed  entirely  "by  the 
C.M,&  St.PaulR.R,  From  that  time  on  the 
operation  of  the  freight  service  presented 
serious  difficulties. To  begin  with  it  is 
never  advisable  to  operate  steam  locomotives 
over  an  electrified  passenger  division, 
as  it  requires  very  careful  dispatching 
and  slows  up  the  entire  work.  In  this 
particular  case,  the  difficul;^  was  augmented 
by  the  fact  that  the  steam  and  electric  crews 
reported  to  different  superintendents  and 
considered  themselves  as  of  different  comp- 
anies, AS  result  many  operating  difficulties 
were  confronted. 

For  these  reasons,  then,  a  change 


-6- 


from  steam  operation  under  the  St.  Panl 
supervision  to  electric  operation  under 
the  Chicago  Elevated  Railroad  eame  under 
consideration.  The   adtisahiltty  of  this  change 
was  strengthed  "by  several  other  factors. 

First,  electric  operation  would  elim- 
inate the  noise  and  dirt  caused  by  the  steam 
locomotives,  which  already  caused  many  com- 
plaints from  the  residents  adjoining  the 
right-of-way. 

Second,  electric  operation  would  he 
much  speedier  than  steam,  for  a  locomotive 
could  be  selected  that  would  have  a  much 
greater  average  speed  thaHiithat  of  the 
steam  locomotive.  While  this  did  not  mean 
that  a  proportionally  greater  amount  of 
switching  could  be  handled  than  before 
yet  the  greater  speed  presented  many 
operating  advantages, This  was  especially 
true  for  operation  over  the  structure 
which  required  careful  dispatching. 


-7- 


A  third  advantage  lay  in  the  fact  that 
there  was  already  installed  over  the  structure 
a  complete  electric  distributing  system 
connected  to  a  source  of  power  adequate  for 
any  conceivable  load  demand  without  prohibitve 
voltage  drop.  This  power  is  obtained  from  the 
Commonwealth  Edison  Co.,  of  Chicago  and  is 
600  volts  Direct  Cuttent  being  furnished 
from  C.E.  substations  located  at  suitable 
points  along  the  line. 

Pourthj  it  was  generally  conceded  that 
the  cost  of  electric  operation  would  by  no 
means  exceed  the  cost  of  steam  operation 
and  might  perhaps  be  much  less. 

The  change  from  steam  to  electric 
operation  was  therefore  considered  6n  the 
above  grounds  prior  to  1917,  but  because 
of  the  war  the  freight  had  dropped.  In  1919 
it  was  again  taken  up  and  a  careful  survey 
of  the  structure  situation  was  made,  and  it 
was  decided  to  purchase  two  fifty  ton 
electric  locomotives.  It  was  found  that  one 
locomotive  would  handle  the  business  805?$ 
of  the  time  bgt  that  the  second  was  needed 

to  help  out  on  peak  loads  and  to  faciltitate 


-tl- 


operation. 

Accordingly  the   contracts  were  let, 
so  that  the  Baldwin  Locomotive  Works  would 
furnish  the  mecnanical  parts  of  the  locomotive 
and  the  Westinghouse  Electric  Mfg.^o,,  should 
furnish  the  elctrical  equipment.  The  first 
locomotive  was  finished  and  delivered  by 
iiov.lst  ly20  and  the  second  arrived  on  the 
15th  of  iiov.  iy2Q.  Train  crews  were  picJced 
from  the  employees  of  the  Chicago  Elevated 
R#R«  Co., and  electric  operation  begun  on 
Jiiov.l,ly20. 


,    •  .        . 


-y- 


II 

THE  SELECTION  OF  M  ELECTRIC  LOCOMOTIVE 

The  dat?  and  oeloulations  used  In  deciding 
upon  the  use  of  electric  locomotives  for  switch- 
ing on  the  St.  Paul  industry  tracks,  and  the  con- 
siderations for  the  selection  of  type  and  size 
are  given  here  to  make  clear  the  nature  of  the 
service  and  the  requirements*  included  are  xhe 
figures  on  the  investigation  of  train  loads  and 
service  demands,  both  minimum  and  maximum,  and 
the  averages;  the  data  on  the  size  of  the  loco- 
motive as  limited  by  the  possibility  of  operation 
over  the  elevated  structure;  a  study  of  the  phys* 
ical  features  of  the  track  and  line;  the  calcula- 
tion of  locomotive  performance  in  accordance  with 
these  conditions;  a  discussion  of  speed  require- 
ments, suitable  motor  size,  and  number  of  loco- 
motives necessary;  and  finally,  the  specifications 
on  the  locomotive  actually  selected* 


j: 


o  Or,:(  OOl 


-10- 


FREIGET  PRAIH  SERVICE 
for  Evans  ton  Division  industry  Traclcs 

(Figures  compiled  from  the  records  of  the   car 
Accountant,  Chicago,  Milwaukee, and  St.  Paul  R.R. ) 


MOJ^IMLI 

♦_ .. . 

TOTALS 

BOUiJD 

iSORlki  BOUMD 

aouTH 

Month 

Engines 
Oper- 
ating 

!    Cars 

iiauled 
jijoad  Bmpt^ 

Engines    Cars 
oper-    Mauled 
ating  Load  Empty 

Av,-1917 
Jan.  1916 
J-eb. 

Mar.   " 
Apr.   " 

25 
25 
24 
30 
23 

336 
200 
271 
466 
293 

24 

25 

26 

30 

2 

25 
25 
24 
30 
24 

10 

21 

9 

9 

6 

365 
166 
275 
460 
409 

June   " 

24 

206 

- 

26 

- 

242 

Aug.   " 

26 

270 

- 

26 

- 

257 

Oct. 

26  u 

304 

- 

31 

24 

283 

])eo. 

24 

202 

- 

25 

10 

191 

June  1919 
July   " 

ABg. 
Sep.   " 

21 
30 
24 
23 

25 

299 

342 
231 
331 

: 

22 
30 

E4 
23 

— 

98 
288 
246 
328 

Av.  -1917 

336a 

24 

25 

10 

355 

Av.  -1918 

26 

277 

10 

26 

10 

268 

AV.  -1919 

24 

300 

m. 

24 

- 

240 

'  1 
r 


-11- 


AVBKACxB  FRKlGhi?   IRAPFIC   PER  DAY 


MORm  BOUHD 

Engines  0  Cars 
Year    Operating  Hauled 
Loaded  Empty 

1917  0.8  11. E  0.8 

l^l&  0.9  9.E  0.3 

1919  0.6  10.0 
( 4  mo .  ) 


SOOTn  B0U.aD 

Engines     Cars 
Operating   Hauled 
Loaded  Empty 


0.8 
0.9 
0.8 


0.3 
0.3 


11.6 
9.6 
8.0 


AVERAGE  no,   CABS  PER  EJ^GIIE  OPERATBD 


Year 

fiORTH  HOUIHD 
Loaded             Empty 

SOUTH 
Loaded 

BOUiJiD 

Empty 

1917 
1918 
1919 

14.0 
10.0 
12.5 

1.0 
0.3 

0.4 
0.3 

15.0 
10.7 
10.0 

DAILY  SERVICE-  HORTH  and  SOUTH 


Av.  Per  Day 

May  to  Sept. 

(1919  incl) 

June  20,22. 

2  day  av. 


EJtGIJifBS 

i^umoer 
175 


2.0 
Cars 


Mileage 
Average 


16.4 


Mileage 
Total 
IT79 


32.6 


J^o. 

Cars 


Loaded 
Mileage 


Empty 
j;<o.   Mileage 


Total 


„  no.     Mileage 

Av.   Total     Cars     Av*   TotaT    Cars  Av.   Total 
6.6      65.6     T7^     TTf     53.2     "TF"  Z7S  118.8 


31.0 


36.0 


67 


25b. 0 


AS  an  example  of  typical  heavy  work,  the 
following  data  covering  two  days  is  given: 
June  20th  -Night  Crew 

Took  north  10  loaded  cars  and  spotted  them. 
Took  out  13  empty  cars  from  industry  tracks. 
June  21st  -Day  Crew. 

Took  north  7  loaded  oars  and  spotted  them. 
Took  out  4  loaded  cars  from  industry  track. 
Took  out  2E  empty  cars  from  industry  track. 
June  21st  -Night  Crew. 

Took  north  12  loaded  cars  and  spotted  them. 
Took  out  1  loaded  car  from  industry  track. 
Took  out  15  empty  cars  from  indusAty  track. 
June  22nd  -Day  Crew. 

Took  north  25  loaded  cars  and  spotted  them. 
Took  out  4  loaded  cars  from  industry  track. 
Took  out  22  empty  cars  from  industry  track. 
Actual  freight  car  miles  on  main  track.. 516 

Total  car  ton  miles  on  main  track 21948 

Average  tons  per  car 42.5 

Avearage  switching  per  car  placed  ...,1.76 
Average  engine  miles  per  shift     ....16.4 


-13- 


Prom  the  foregoing  data,  reasonable  con- 
clusione  can  he   drawn  concerning  the  load  to 
be  expected  for  the  electric  locomotives.  The 
figures  show  that  the  average  number  of  cars 
handled  has  not  exceeded  ten  per  day  for  any- 
time since  1917,  For  dOfo   of  the  days  of  the 
year  the  maximum  load  is  from  10  to  13  loaded 
cars  per  train  and  forl£^  of  the  days  the 
maximum  is  S5  loaded  cars  per  day,  For  the  re- 
maining 8^  of  the  time  a  maximum  of  30  to  35 
loaded  cars  per  day  can  be  expected. 


-14- 


LILIITATIOU  OF  SIZE  OF  LOCOMOTIVES  FOR 
MULTIPLE  OPERATION  OVER  STRUCTURE. 

Per  safe  operation  over  the  elevated 
structures,  two  locomotives  operatiiig  in 
multiple  must  not  overload  the  structure 
more  than  would  two  elevated  cars  coupled 
motor  end  to  motor  end.  Two  motor  cars  so 
coupled  with  a  total  load  of  £5  tons  per 
truck  give  a  maximum  bending  moment  on  a 
50  foot  span  of  445.21  foot  tons. 

To  make  a  standard  fifty  ton  locomo- 
tive safe  the  specifications  of  hoth  the 
General  Electric  and  Westin^ouse  Engines 
must  be  changed  as  follows: 

Standard  Relocating 
50  ton    trucks  of 


Length  over 
Center  to  c 

knuckles 
enter 

W.H. 
LOCO. 
36 »  0" 
approx. 

W.H. 
Loco. 
36 »  0" 

of  trucks 

17'  8" 

18 »  0" 

Truck  base 

7'  2" 

7'  2" 

Overhang 

8»  8" 

9»  0" 

-15- 


Length  over  knuckles 

Center  to  center 
of  trucks 

Truck  base 

Overhang 


Standard  Helooatlng 
50  ton    trucks  of 


Cr«E« 

Loco. 


37*4" 
19 » 6" 


7»2" 

8«5»' 


Gr«£« 

Loco* 


37»4" 
18  »8" 

7»E" 
9»4" 


MiZIMCM  SAFE  WEIGHT  OF  LOCOMOTIVE  WEEN 
TWO  ABE  OPERATED  TOGETHER. 


WESTIUGEOUSE 
Standard  RElo c at ing 
50  ton   trucks 


47  tons   54.8  tons 


GEHERAL  ELECTRIC 
Standard  Relocating 
50  ton   trucks 

46  tons   56  tons 


Three  fifty-ton  locomotives  operating  to- 
gether would  overload  one  span  twenty- three  per 
cent  over  the  present  loads. 

Fifty  tons,  then,  it  must  be  seen,  is  a 
conservative  weight  to  place  as  theoweight  of 
an  engine  for  use  under  these  operating  condit- 


lontj 


-16- 


lons*  A  fifty  ton  locomotive  oau  "be   operated 
on  the  stucture  with  any  of  the"Elevated"  ser- 
vice oars,  weighing  with  balanced  load,  not 
more  than  fifty  tons,  bat  not  wi^h  a  loaded 
standard  freight  car  or  any  similar  car  on  which 
the  tracks  are  close  to  the  end  of  the  car. 

A  locomotive  weighing  fifty-six  tons  would 
have  very  little  margin  of  safety  when  ased 
with  a  fally  loaded  service  car,  or  with  another 
similar  locomotive,  bat  a  fifty  ton  locomotive 
would  be  perfectly  safe. 


-17- 

DBTAILS  OF  LUTE  COWLITIOHS  IFFECTIMG 
OPERATIOH. 

A  map  and  a  profile  of  the  Evanston 
Branch  of  the  Northwestern  elevated  are  in- 
cluded with  this  study. The  freight  service  is 
operated  over  approzimately  eight  miles  of 
this  line,  from  the  Montrose  Avenue  yards 
where  the  trains  are  received  up  the  long 
grade  to  the  elevation,  and  along  the  main 
line  to  the  last  industry  tracks  in  Evanston, 
There  are  only  three  grades  of  importance 
along  this  route.  These  are:  1st  the  800* 
Is^  grade  from  Montorse  avenue  up  to  the 
top  of  the  elevated  structure,  2nd  the 
690*  Ihfo    grade  just  south  of  Calvary  station 
and  3rd  the  250*  2^  grade  north  of  the  Howard 
avenue  station.  All  of  these  grades  are  on 
tangent  track  , . although  there  is  a  short 
4  degree  curve  at  the  summit  of  the  800* 
grade  north  of  Montrose  Avenue,  This  curve 
and  the  others  in  the  line  are  negligible 
in  obtaining  the  maximum  capacity  of  the  loco- 
motive, for,  as  curve  resistance  is  usually 


-18- 


taken  as  one  pound  per  degree  of  curvature,  a 
four  degree  curve  means  but  four  pounds  per 
ton  train  resistance.  Grade  resistance  on  the 
other  hand,  amounts  to  20  pounds  per  ton  per 
percent-  rise,  Ga  20  qV/,  so  that  a  lifS  grade 
requires  30  poinds  per  ton  tractive  effort 
in  itself*  If  the  curve  occurred  on  the  grade, 
it  would  act  to  reduce  the  maximum  capacity 
of  the  locomotive  to  a  corresponding  extent, 
but  since  in  this  case  the  grades  are  tangent 
the  curves  only  enter  into  the  matter  as 
sources  of  power  consumption. 

Of  the  three  important  grades,  the  two 
shorter,  the  690'-  1^1   and  250 » -2^,  are  compen- 
sated grades,  so  that  the  800 *-l-^  grade,  con- 
suming the  most  power,  becomes  the  ruling  grade 
of  the  system* 

The  Northwestern  Elevated  intends  reducing 
this  grade  in  the  next  few  years,  so  that  the 
690'  -Isfo   grade  will  become  the  ruling  grade, 
but  for  the  present,  the  800'  grade  must  be 

considered  the  maximum. 


•19- 


CALCULATIOU  OF  LOCOMOTIVE  CAPACITY. 

We  are  now  ready  to  proceed  with  the  deter- 
of  the  capacity  of  a  suitahle  electric  locomotive. 
In  the  first  place,  the  weight  of  such  a  loco- 
is  limited  to  fifty  tons,  considering  a  standard 
0-4-0  type  with  trucks  spaced  18* -8"  on  centers 
hy  the  consideration  of  desirability  of  operation 
over  the  structures.  Such  a  locomotive  aan  he 
obtained  from  the  large  manufacturers  as  standard 
eqi^ipment.  A  fifty  ton  locomotive  of  this  type 
will  have  the  full  weight,  or  100,000  pounds 
on  the  drivers .When  coupled  to  a  heavy  train, 
the  adhesion  of  a  locomotive  starting  on  a 
grade  is  generally  considered  as  27^,  through 
of  overturning  moments  and  friction,  so  the 
fifty  ton  locomotive  will  develop  a  tractive 
effort  of  27,000  pounds  when  required. 

The  ruling  grade  has  heen  determined 
as  the  SOO^'-lhfo   grade  north  of  Montrose  Ave. 
The  tractive  effort  required  on  this  grade 
must,  then  be  figured _to  include  train  resis- 


-20- 


tance,  grade  resistance,  and  effort  necessary 
for  acceleration.  The  train  resistance  of  freight 
cars  varies  of  course,  with  speed  and  conditions 
of  the  car  and  the  weather,  various  authorities 
give  averages  of  from  three  to  seven  pounds 
per  ton  for  slowly  moving  trains.  The  usual 
value  assumed  is  the  mean  of  these, or  five 
poundd  per  ton. 

The  grade  resistance  is  twenty  pounds  per 
per  ton  percent  rise,  or  thirty  pounds  per  ton 
for  a  one  and  one  half  percent  grade. 

The  acceleration  of  freight  trains  is 
generally  considered  as  one  tenth  of  a  mile 
per  hour  per  second,  and  this  requires  a 
tractive  effort  of  100  pounds  per  ton  per 
each  mile  per  hour  per  second  acceleration,  or 
10  pounds  per  ton  for  this  train(  this  is  a 
literal  figure). 

The  total  train  resistance  is  ,  then 
5  plus  30  plus  10  which  equals  45  pounds  per 
ton. With  a  maximum  tractive  effort  of  27,000 


-21- 


pounde,  the  permissable  train  weight  is 
£7,000  divided  by  45  or  600  tons  or  550  tons 
trailing  load,  which  will  be  the  weight  of 
the  average  twelve  car  train. 

Comparing  the  electric  locomotive  with 
the  steam  engine  gives  practically  the  same  re- 
sult* The  steam  locomotive  used  in  this  work 
was  the  type  1-6,  an  eighty  ton  engine  with 
0-6-0  wheel  arrangement,  and  127200  pounds  on 
drivers*  This  locomotive,  under  ordinary  condi- 
tions, can  accelerate  a  fifteen  car  train  of 
spprozimatly  675  tons  at  the  Required  rate  up 
the  one  and  one-half  per  cent  grade,  from  stand- 
still, and  more  with  a  running  start* 

The  electric  locomotive  in  comparison  has 
seventy-nine  per  cent  as  much  weight  on  drivers 
(  100,000  pounds  compared  to  127,200  pounds  )* 
But  because  of  the  uniform  application  of  torque 
the  electric  locomotive  can  develop  ten  to  fift- 
een per  cent  more  tvsotive  effort  in  starting 
without  spinning  the  wheels*  A  fifty  ton  electr- 
ic locomotive  should,  then,  be  able  to  handle 


.«■ 


-2£- 

cozisidera'bly  more  than  eighty  per  oent  of  the 
train  weight  hauled  by  an  1-5  steam  engine. 
This  means  a  train  of  twelve  or  thirteen  ordi- 
nary forty-five  ton  cars,  and  more  when  a  run- 
ning start  is  possible* 

The  average  daily  load  has  been  computed 
to  be  in  the  neighborhood  of  ten  loaded  oars, 
hence  a  fifty  ton  electric  locomotive  with  a 
capacity  of  twelve  or  thirteen,  should  be  capa- 
ble of  performing  the  service  required* 


-£3*. 


SWSStD   REQUIREIviaMTS 

One  of  the  objeotions  to  the  steam  loco- 
motive in  this  industry  service  was  the  low  op- 
erating speed  of  the  engines  used.  Four  to  ten 
miles  per  hour  was  the  normal  range,  with  the 
average  for  heavy  loads  rather  close  to  the 
lower  figure.  In  order  to  work  the  locomotive 
and  crew  at  maximum  capacity,  and  at  the  same 
time  to  permit  of  operation  over  the  elevated 
main  line  traces  without  interfering  with  or 
delaying  the  regular  service,  the  freight  loco- 
motive should  have  a  much  greater  working  speed. 

A  fair  value  of  average  operating  speed 
to  meiet  these  conditions  has  beeJi  estimated  at 
fifteen  miles  per  hour,  for  full  load,  she  elec- 
tric locomotive,  then,  must  be  designed  to  op- 
erate at  fifteen  miles  perhour  with  a  trailing 
load  of  550  tons,  and  at  a  voltage  of  250  volts 
per  motor  as  the  minimum  to  be  ea^ected, 

Altnough  more  power  will  be  required  for 
motors  of  the  necessary  size  and  ratftxig  than 
for  smaller,  slower,  machines,  the  saving  by 
expediting  the  work  is  expected  to  offset  the 


i: 


-E4- 


increase  in  InTestment  aad  operatiiig  costs* 

Locomotives  eqaippad  in  this  manner  shoald 
be  abld  to  maintain  a  free  running  speed,  light, 
of  from  thirty  to  thirty-five  miles  per  hour. 
Light  loads  can,  therefor,  be  hauled  at  a 
comparatively  high  rate  of  speed  in  emergency 
service. 

SIZE  OF  MOTORS. 


The   Westinghouse  people  advise  that  the 
mimimum  equipment  for  their  forty-seven  ton 
locomotive  be  at  least  five  hundred  hsrsepower, 
or  one  hundred  twenty-five  horsepower  per  motor 
for  an  average  operating  speed  of  fourteen  miles 
per  hour  on  tangent  level  track.  Similarly,  the 
the  fiftyton  locomotive  operating  at  sixteen 
miles  per  hour  requires  four  -  one  hundred  fifty 
horsepower  motors. 

But  a  1^   grade  in  itself  requires  thirty 
bpounds  per  ton  tractive  effort,  or  approximately 
twice  as  much  as  accelerating  at  0.1  mile  per 
hour  per  second  on  tangent  level  track.  It  is 


-E5- 


apparent  that  the  ourrent  taken  for  straight 
hauling  would  be  much  less  than  that  required 
for  operation  on  a  grade. 

However,  all  of  the  grades  on  the  "Ivans- 
ton  line"  are  short,  the  time  for  which  the 
maximum  tractive  effort  (  which  might  amount  to 
ZOfo   adhesion  )  would  he  required  being  always 
less  than  five  minutes.  It  is  usually  considered 
that  the  one  hour  rating  of  a  traction  motor 
can  be  exceeded  by  sixty-five  per  cent  for  per- 
iods of  five  minutes  or  less  without  danger. 
In  this  particular  case,  the  current  corres- 
ponding to  SOfo  adhesion  would  be  that  for  a 
one  hundred  fifty  horsepower  motor,  or  approx- 
imately 238  amperes  plus  65^* 

Accordingly,  any  proposition  for  smaller 
motors  than  these  would  be  of  questionable 
advisability. 


-26- 


EO.   OF  ELBOTRIC  LOCOMOTIVES  REQUIRED. 
(Two  eighty  ton  steam  locomotives  were  required 
to  handle  the  maximum  demands,  one  working 
from  the  north  and  one  from  the  south  end 
of  the  line, and  each  putting  a  maximum  of 
ten  or  eleven  hours  a  day,  when  the  average 
operating  speed  was  from  four  to  ten  miles 
per  hour.  All  work  had  to  be  done  in  the 
day  time. 

The  load  handled  ranges  from  ten  to 
thirteen  cars  a  day  f»r  eighty  per  cent  of  the 
time,  to  twenty-five  cars  on  twelve  percent 
of  the  days  throughout  the  year,  and  a  max- 
imum of  thirty-five  cars  the  remaining  time. 
One  electric  locomotive  can  haul 
twelve  or  thirteen  cars  at  an  operating  speed 
of  fifteen  to  seventeen  miles  per  hour,  and 
being  relatively  noiseless,  can  work  an  night 
shifts.  Hence  one  locomotive  can  handle  the 
demand  for  eighty  percent  of  the  time,  and  by 
working  two  shifts,  could  handle  the  twenty-five 

car  daily  load,  or,  two  locomotives  could 
each  work  one  shift  to  handle  the  twenty-five 


-E7- 


cars.  For  the  remaining  eight  percent  of  the 
time,  three  shifts  would  be  necessary,  for 
for  this  is  largely  special  rush  work  at 
special  prices* 

It  is  also  advisable  to  have  two  loco- 
motives in  case  of  the  break  down  of  one, 
and  in  an  emergency,  to  operate  in  multiple 
on  heavy  loads, The  decision,  then  must  be 
to  purchase  two  of  the  fifty  ton  locomotives 
secure  an  option  on  a  third  at  the  same 
price,  to  be  exercised  if  made  advisable 
by  increased  business. 


-26' 

SBLECTIQJil  OF  LOCOMOTIVES^ 
In  accordance  with  the  above  considera- 
tions bids  and  specifications  were  called  for 
and  locomotives  ordered.  The  locomotive  fin- 
ally selected  as  being  the  most  satisfactory 
for  the  service  was  a  Westinghouse  special 
class,  0-4-0,  double  truck  locomotive,  with 
four  170  HP,  type  567-R-I  Motors,  Gear 
ratio  17to  60,  with  34"  wheels.  The  data 
on  this  locomotive  areas  follows: 

General  Dimensions 
Length  inside  of  knuckles,  about       37*  4" 
Height  over  collecting  devices  in  lowered 

position  above  top  of  running  rail,  not  over 

13ft,  8" 
Height  of  center  of  drawbar  above  jrop 

of  running  rail  E»  10.5" 

Width  over  side  sheeting  and  bumpers  8»  6" 

Distance  center  to  center  of  trucks  18'  8" 

Track  gauge  4»  8.5" 

Minimum  radius  of  curvature  of  track 

locomotive  alone  50*  0" 


-29- 


Clearanoe 

Trucks,  car  body  and  fittings  must  conform 
to  clearance  diagrams  shown  on  Metropolitan 
West  Side  Elevated  Railway  Co.,  Sheet  No. 
1594,  as  revised  May  15th,  1917.  It  is 
desired  to  wear  out  steel  wheels  without 
any  interference  developing  from  "trolley 
rail  and  guard  rail  on  curves  of  90  feet 
radius. 

When  the  motors  are  in  the  lowest 
possible  position,  the  clearance  of  any 
part  ahove  top  of  rail  shall  not  be  less 
than  £"  with  worn  out  wheels. 

To  facilitate  operation  around  short 
curves,  a  side  bearing  clearance  of  5/l6" 
total  is  desired* 

General  Construction 

The  standard  steeple  type  of  cab 
is  desired,  arranged  with  two  complete  sets 
of  motormans  controlling  apparatus,  in- 
cluding br^e  valvfes,  headlight  switches. 


-30- 


etc,  for  operation  in  either  direction, 

Motors 

Each  locomotive  will  be  equipped  with 
four  direct  current  motors  of  the  field  control 
commutating  po^e,  hox  frame  type,  with  heat 
treated  gears  and  pinions. 

The  motors  will  be  operated  for  the 
present  without  blowers  and  blowers  may  be 
omilitted* 

The  specifications  for  567-R-l  the 
motor  used  are  as  follows; 
Horsepower  at  600  volts  180 

Field  control  yes 

Series  parallel  awitoh  yes 

One  hour  rating©  300  &  600  volts  238  amps. 
Corresponding  tractive  effort,  S.F.  12700^# 
Corresponding  speed,  full  series,  B.F,9MPH 
Continuous  capacity  at  600  volts  S.F.140  amps 
Corresponding  tractive  effort      5800# 
Corresponding  speed  25.3MPH 

Cur.  corresponding  to  SO^^j  adhesion  405  amps 
n  Time  current  is  stood  by  motor      3  min. 
Maximum  safe  speed  35  M£H 

Free  running  speed  light,  full  mult,  40MPH 
Free  running  speed  light,  series  mult.20MPH 


-31- 

Size  of  wheels  for  above  figures    34" 
Size  of  Journal  bearings       5"  by  9" 
Diameter  of  axle  bearings  6»5" 

Gear  ratio  17-60 

Gear  face  5" 

Control 
No.  of  notches, series  8 

Ho.  of  notches, series  parallel       5 
Uo.  of  notches, full  parallel        4 
Current  collecting  Deiyices 
The  locomotive  builder  will  furnish 
and  install  on  one  end  of  the  cab  roof 
an  air  operated  pantograph;  and  on  the  other 
end,  a  trolley  pole  so  located  that  it  can 
swing  either  way  when  the  pantogranph  is  lowered. 
Locomotive  builder  will  furnish  and  equip 
each  end  of  locomotive  with  a  Znutson  No, 5 
trolley  retriever  and  2£»  of  cord.  The 
pantegraph  and  trolley  pole  must  operate 
on  overhead  conductor  varying  from  14*  to 
E2'  above  top  of  running  rail.  Trolley  boards 


-32- 


will  extend  the  length  of  the  cab  proper, 
extending  also  to  a  total  width  of  4'  -6", 
The  trolley  base  will  be  the  type  known  a 
U.S.  #13. 

The  locomotive  builder  will  furnish 
four  rail  current  collecting  devices  per 
per  locomotive,  in  accordance  with  Railroad 
companys  standard  drawings,  and  will  apply 
and  connect  one  device  on  each  side  of  each 
truck,  installing  the  connecting  cable  in 
conduit  on  the  trucks  as  directed, 

A  single-pole  double-throw  quick-break 
knife  switch  will  be  provided  by  the  Locomotive 
Builder  in  order  to  connect  in  the  main  motor 
circuit,  either  the  overhead  or  third  rail 
current  collecting  devices,  as  desired. 
Heating  System 

The  Locomotive  Builder  wii»l  furnish 
and  install* in  the  center  of  the  cab,  a 
#149  "Estate"  caboose  stove,  sold  by  the 
Estate  Stove  Company,  of  Chicago.  Suitable 


-33- 


smoke  Jacket  will  Tje  provided,  snd  will  "be  insul 
ated  from  the  steel  roof  ty  an  #"Bleotro-bestos" 
stove  pipe  insulator,  sold  "by  the  H.W.Johns- 
Mansville  Co.,  of  Chicago. 

Air  Brake  System 
Combined  straight  and  automatic  air 
brake  system  will  be  provided  with  separate 
straight  and  automatic  brake  valves.  Two 
compressors,  each  with  a  continuous  capacity, 
of  not  less  than  25  cu.ft.  of  free  air  per 
minute,  will  be  provided  by  the  Locomotive 
Builder  and  installed  beneath  the  car  body. 

heights. 
lotal  weight  of  Loco.#l-108100#  inai.260#  sand 
Total  weight  of  Loco.#2-107l20#  incl.250#  sand 


-34- 


OPgRATIOn  OF  TEE  ELBCTRIC  LOCOMOTIVES 
The  operating  charaoteristics  of  the 
electric  locomotives  are  shown  "by  the  accom- 
panying eurve  sheets  taken  from  the  records 
and  test  data  of  the  Westinghouse  Company. 
The  first  of  these  gives  the  characteristics 
curves  of  the  motors  used,  using  both  full 
field  and  short  field.  The  short  field  winding 
is  obtained  by  cutting  out  a  portion  of  the 
regular  winding.  This  decreases  the  field 
strength  and  the  torque,  hut  increases  the 
speed  of  the  motor.  The  short  field  is  obtained 
thru  special  contacts  on  the  controller, and 
can  be  reached  only  when  the  motors  are  in 
series,  series  parallel,  without  resistance. 
The  curves  shown  are  for  600  volts  across 
each  motor. 

The  speed  surves  and  current  curves  are 
given  to  show  the  difference  in  operating 
characteristics  for  series,  series  parallel 
and  for  series  parallel, parallel  operation. 


C/r/^/^y^C  T^^/JS  7-/C         CO/=H^£r^ 


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^^^^^^^^^^^^ 


£-J=^/C/£A/CY 


Sf££0 


y^/^f^£r^£rs 
eoo  300 


J^H|« 


V 

AmJ^^^ 

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u  I  m 


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-3«- 


The  speed  obtainable  in  straight  series  is 
roughly  twice  that  for  series  parallel  but 
the  current  consumption  is  doubled,  as  is 
also  the  time  required  to  reach  maximum  speed. 

The  speed  curves  as  indicated  are  for 
a  load  of  340  tons-300  tons  pushing  and  40 
tons  trailing.  These  indicate  very  favorably 
speeds  for  the  requirements  of  operating 
conditions* 

The  speeds  to  be  expected  when  hauling 
a  full  load  of  550  tons  can  be  obtained  app- 
roximately from  the  cahracteristic  curves 
assuming  uniform  acceleration  at  0.1  mile 
per  hour  per  second  until  full  voltage  is 
applied  to  the  motors  and  considering  the  train 
resistance  as  constant  at  5  pounds  per  ton, 
the  tractive  effort  required  to  accelerate 
a  600  ton  train  on  the  level  is 

750  plus  1500  ;  2250#,  and  on  a  1^ 
grade,  4500#  more  or  6750#.  From  the  curves 
the  current  corresponding  tothis  tractive 
effort  is  360  amperes  per  motor,  whichis 
the  maximum  allowablefor  periods  of  five 


-36- 


minutes  or  less.  The  maximum  speed  on  the 
grade,  fu^.!  parallel  is  15  miles  per  hour 
at  E80  amperes  per  motor  for  full  field, 
and  17.5  miles  per  hour  at  340  amperes  per 
motor  for  short  field. 

On  tangent  level  track,  the  current  during 
acceleration  is  reduced  to  190  amperes  and 
the  limiting  conditions  are  £5  miles  per  hour 
and  80  amperes  full  field  and  30  miles  per 
hour  and  100  amperes  short  field. 

Series-parallel  operation  practically 
halves  the  speed  and  the  total  current 
consumption.  This  corresponds  to  the  operating 
requirements,  since  15  miles  per  hour  is 
the  desired  operating  speed. 

The  maximum  speed  obtainable  with  the 
locomotive  running  light  on  short  field  is 
in  the  neighborhood  of  40  miles  per  hour. 


-37- 


SERYICE  AMD   PERi'ORMAiJCE  OP  ELECTRIC 
LOCOMOTIVES. 

Daring  the  five  months  of  oper£ction, 
the  electric  locomotives  have  haxid:).ed  the 
heavy  demands  for  winter  seal  deliveries 
in  a  very  creditable  manner*  'Jihe  wor^  done 
during  three  months  of  the  time  was  consider- 
ably above  the  expected  average  »  as  shown 
by  the  figures.  Talfcen  h^^   months,  the  figures 

are  as  follows: 

M0»   loaded  i^o.  loaded 

Month  LOCO.  Mi.   cars  handled  cars/day  Loc.m. 

lUIB — ^ 

1015 

102a 

797 

459 

664 

The   average  number  of  loaded  cars  handled 

per  day  Curing  ijfov.  and  Pec,  approximates  the 

the  figure  considered  in  the  calculation  as 

a  maximum  va!}.ue.  Aheavy  days  wor^fc  for  the 

sxeaitt  locomotive  is  given  as  31  loaded  cars 


JiiOV. 

ijjov. 

96b 

Dec* 

631 

^au* 

667 

Feb. 

536 

Mar. 

511 

33.6 

32.3 

84.0 

£7.7 

26.6 

22.2 

15.3 

17.9 

lb.5 

17.0 

«  3 


-28- 


per  day,  handled  in  two  shifts  hy  an  engine 
operating  32,8  miles#  The  Hov.  figures  for 
electricl  operation  show  that  an  average 
for  Hoy,   was  33,8  loaded  cars  were  handled 
perday,  with  a  locomotive  mileage  of  32,8 

One  electric  locomotive  it  has  been 
found,  can  take  as  many  as  17  or  18  cars 
up  the  ttontarosec&T&nue  grade.  Occasionally 
it  was  necessary  to  double  head  the  two 
locomotives  to  take  a  longer  train  up  on  to 
the  structure,  but  it  was  seldom  necessary 
to  operate  three  shifts. 

The  cars  are  distributed  to  the  industry 
tracks,  in  about  the  same  manner  and  number 
per  unit  length  of  line  with  possibly  a  slight 
preponderance  on  the  far  or  north  end.  As  an 
example  of  the  amount  of  work  done,  the  records 
for  each  siding  show  in  the  following  tables 
for  the  month  of  Mar,  1921,  when  564  cars 
were  distributed  to  the  various  industry  tracks 


/ 


-39- 

Tlie  number  of  cars  switched,  and  the  location 

of  each  siding  are  noted. 

Miles  from 
Siding  Ko.  Cars  Montrose  Ave. 

1.  N.W.El.R.R. 

2.  Pt,  Dearhorn  storage  W.H. 

3.  Consumers  yd.  #37 
4«  Sanitary  District 
5*  Consumers  #35 
6.  G.  Lill  coal  Co. , 
?•  Edgers  Coal  Co. 

8.  Ferguson  Coal  Co. 

9.  Best  Coal  Co. 

10.  Track  Elevation 

11.  Consumers  #17 
1£«  Mars  Slator  Co. 
13*  Wis.  Lumber  Co. 
14.  Horth  Shore  Storage 
1ft.  Mainbstreet  team  track 

16.  Sinclair  Oil 

17.  P.S.  Company 

18.  Church  St.  Team  Track 


16 

.49 

29 

.81 

46 

1.16 

12 

1.20 

3 

1.62 

61 

1.90 

37 

2.26 

4 

2.28 

91 

2.80 

111 

326 

22 

4.63 

16 

4.89 

9 

4.92 

2 

4.93 

10 

5.65 

10 

6.23 

18. 

6.75 

34 

7.40 

-40- 

19,  Armour  and  Company       If      7.46 

EO.  Consumers  #  7  17       7*78 

Total  564 

The  total  number  of  car»miles  of  switch- 
ing in  March  is  given  as  3596.34,  and  for 
the  other  four  months,  as  follows: 
Month     Ko.  cars  taken  north   Total  Mileage 
Nov,  1037  6960. 2E 

Dec.  976  6468.82 

Jan,  77  770  5427.10 

»eb,  459  3157.56 

Mar.  564  3696.34 

Che  cars  taken  north  are  mainly  coal 
cars.  The  loads  have  been  averaged  with 
results  that  show  that  of  the  total  number 
of  cars  taken  from  the  receiving  yards, 
85^  are  100,000  pounds  capacity  high  side 
gondolas,  ten  percent  are  80,000  pounds 
capacity  low  side  gondolas,  and  five  per  cent 
are  box  cars  or  emptiejifs.  The  weight  of  an 
empty  car  average  approximately  twenty  tons. 


'} 


-41- 


With  due  allowances,  the  average  car  weight  on 

the  north  end  haul  can  be  taken  as  sixty-five 

tons,  car  and  load,  and  the  average  south  hound 

as  20  tons,  since  only  one  or  two  percent  of  the 

south  hound  cars  loaded.  This  gives  an  average 

oar  weight  on  the  round  trip  as  forty  two 

and  one  half  tons*  Then  the  miles  hauled 

per  month  can  he  calculated* 

Month    Car  mileage 

Hov,       6960. 2£ 

Dec.       6468,82 

Jan.      5427,10 

Feh,       3157,56 

Mar.       2596.34 

Month    Car  mileage 

per  loco,  miles 

Kov.  7,20 

Dec,  7.78 

Jan,  8,14 

Feb.  5,90 

Mar.  7,04 


Ton  Miles 

LOCO, miles 

296,000 

968 

275000 

831 

230000 

667 

134000 

536 

153000 

511 

Ton  milee 
per  loco. 

!   Miles/car 

iutle 

306 

6,72 

330 

6.65 

340 

7,04 

250 

6,88 

300 

6.40 

-42- 

These  records  permit  of  the  calculation 
of  monthly  and  daily  averages  of  the  first 
three  items. 

Item      Av.  per  month      Av«  per  day 
Car  miles  51E2  170.7 

Ton  miles  217700  7266 

Locomotive  miles      703  23,4 

For  the  other  three  items,  average  car 
miles  per  locomotive  mile  is  7.21,  which 
means  that  each  locomotive  handles  an  average 
load  of  7.21  carSf  or  an  average  tonnage 
load  of  306  tons.  The  maximum  may  he  expected 
to  he  ahout  twice  this  value. 
The  average  miles  per  car  works  out  to  he 
6.74  miles,  or,  the  switching  service  out 
and  hack  is  equivalent  to  6.74  miles  of 
operation  for  each  car. 


-43- 


BASIS  OF  COMPARISOli  OF  COSTS 
liinieii  It  is  desired  to  maJce  an  accurate 
comparieon  of  the  relative  costs  of  two, 
flifferent  methods  oi  £oing  tne  same  thing 
certain  fundamentals  relations  should  exist 
between  the  various  detailed  cost  item£» 
TO   eliminate  the  possiblility  of  more  or  less 
serious  errors,  these  five  conditions  should 
be  fulfilled. 

First:  the  nature  and  amount  of  service 
performed,  and  the  operating  conditions  where 
these  affect  tne  cost(  as  in  this  case;  weather 
conditions  of  rignt  of  way,  efficiency  ot   train 
crew,  etc.)  should  be  similar  to  all  practical 
purposes. 

Second:  all  costs  for  both  methods  of 
operation  should  be  averaged  over  the  same 
period  of  time,  or  reduced  to  sucn  an  average, 
because  of  the  rapidly  varying  unit  prices, 
Third:the  total  cost  of  eacn  service 


X 


-44- 


Should  oontain  the  same  or  corresponding 
factors  in  "both  estimates.  That  is,  if 
the  figures  on  one  method  neglect  maintain- 
ance  of  way,  the  other  should  not  include  it» 

Fourth:  th*  same  degree  of  accuracy 
should  prevail  in  all  figures.  It  is  unfair 
to  use  an  accurately  measured  figure  for  some 
one  item  of  the  cost  of  one  syatem  an  only 
a  rough  estimate  for  the  corresponding  item 
in  the  other  system. 

Fift^:  the  cost  of  each  service  should 
be  reduced  to  as  fundamental  units  as  possible, 
to  do  justice  to  each  method  of  service. 

When  it  is  impossible  for  any  reason 
to  comply  with  these  requirements,  the  results 
obtainable  can  be  considered  only  as  more  or 
less  close  approximations.  A  study  of  the 
relations  of  steam  and  electric  locomotives 
on  the  St.  Paul  industry  service  shows  that 
all  of  these  conditions  cannot  be  properly 
fullfilled. 


-45- 


In  the  first  place,  the  steam  locomotives 
formally  used  on  this  work  were  pooled  by  the 
C,M.&  St. Paul  Chicago  Terminal  division 
with  more  than  a  hundred  others.  Ho   one  locomotive 
spent  a  great  amount  of  time  in  the  Bvanston 
Line  service,  and  from  the  nature  of  the  cost 
accounting  system,  this  fact  makes  it  extremely 
iliffioult  to  properly  apportion  the  cost  of 
the  Evanston  line»  WHile  the  general  nature 
of  the  service  over  the  Evanston  line  is  the 
same  as  that  over  the  whole  Chicago  Division, 
great  care  must  "be  taken  in  determining  the 
ratio  of  avergge  service  on  this  line  to  the 
total  service  performed,  to  arrive  at  a  fair 
unit  cost* 

On  the  other  hand,  the  electric  locomotives 
are  used  only  in  this  specific  service,  and 
careful  cost  records  have  heen  made  making 
it  possible  to  absolutely  determine  the  exact 
cost  of  operation. 

The  operating  conditions  with  simiiir 


-46- 

but  not  exactly  the  same,  for  the  elettrlo 
crew,  "being  under  the  direction  of  a  Yardmaater 
at  Buena  Park,  could  he  worked  the  more 
efficiently.  As  to  climatic  conditions,  and 
conditions  of  right  of  way  no  practiaal 
difference  exists. 

,  Hie  second  condition  can  he  met  with 
a  reasonahle  degree  of  accuracy,  Factors  are 
available  for  reducing  all  costs  to  a  present 
day  basis,  and  operating  expenses  can  be 
average  over  similar  periods  of  time. 

It  is  also  possible  to  compute  corres- 
ponding costs  for  both  steam  and  electric 
operation.  These  have  been  classed  under 
three  headings:  fixed  charges,  operating 
expenses  and  maintainance  and  damage  charges. 
In  both  cases  maintanance  of  right  of  way 
is  neglected,  as  the  freight  service  forms 
but  a  small  proportion  of  the  traffic  over 
the  line  so  the  difference  with  steam  and 
electric  freight  charges  is  negligible* 


-47- 


The  condition  requlBing  similar  accuracy 
of  results  for  the  two  costs  charges  has  proved 
absolutely  impossible  to  fulfill,  for,  as 
stated  above,  the  cost  of  steam  operation  must 
be  estimated  from  the  operliting  expenses  ofa 
whole  division  while  exact  figures  are  avail- 
able for  the  engine.  An  attempt  was  made  to 
follow  through  the  charges  against  the  identical 
locomotives  used  in  the  Bvanston  line  service 
for  a  period  prior  to  the  introductio  of 
electric  operation,  but  the  because  of  the 
many  arbitrary  assumptions  necessary  in  so 
doing  it  becam  evident  that  the  results  would 
not  justify  the  great  amount  of  time  and  labor 
required  in  so  doing.  Hence,  while  exact  data 
were  available  for  some  few  items,  the  majority 
of  the  costs  were  figured  as  an  average  for  the 
class  1-5  locomotives. 

The  most  arbitrary  assumptions  had  to  be 
made  in  selecting  the  unit  cost  basis  of 
omparison*  For  this  type  of  service,  three  units 
might  be  used.  The  most  fundamental  of  these  is 


-48- 


the  gross  ton-mile,  which,  for  operating  expenses, 
is  practically  independent  of  quantity  of 
service,  length  of  trains,  size  of  locomotives, 
or  similar  items,  somewhat  similar  to  this  is 
the  cost  per  loaded  car  handled.  This  basis  assumes 
that  the  operating  conditions  are  similar,  and 
that  the  average  mile  per  car  is  the  same  in  each 
case.  But  no  records  could  he  obtained  from 
C.M.&St.P  R.R.  of  the  number  of  cars  handled 
over  periods  for  which  locomotive  costs  could 
be  computed.  These  units  are  therefore  not 

available. 

This  leaves  the  locomotive-mile  as  the 
only  possible  unit  with  which  to  work,  and 
even  this  is  unsatisfactory  for  the  steam 
operation  because  an  assumption  must  be  made 
of  the  average  Aperating  speed  of  the  engines, 
and  miles  figured  from  the  hours  in  service. 
This  is  not  at  all  satisfactory,  the 
average  operating  cost  per  mile  can  be  figured 
on  this  basis  for  the  locomotives  as  a  class, 
but  this  figure  may  not  hold  tfor  the  Bvanston 


-49- 


line,  because  of  the  possibility  of  a  limited 
amount  of  service,  lees  tha^  the  average,  be- 
ing required  during  a  shift,  with  a  resulting  c 
cost  per  mile  much  higher  thaxi  the  average. 

In  considering  fixed  charges,  the  loco- 
motive-mile basis  is  xmfair  to  the  locomotive 
operating  at  less  than  full  capacity,  or  haul- 
ing the  longer  trains.  In  the  absence  of  other 
data,  the  most  satisfactory  method  of  coirputing 
fixed  charges  per  locomotive-mile  is  to  assume 
the  same  mileage  per  year  for  the  steam  as  for 
the  electric-  i.e«, assume  the  same  service  for 
each,  which  may  or  may  not  be  near  the  truth, 

I  t  is  evident  that  the  comparative  fig- 
ures cannot  be  relied  upon  as  better  thali  a 
rough  estimate  of  the  relative  cost  of  steam 
and  electria  operation.  The  figures  on  electric 
costs  can  be  depended  upon  as  fairly  accurate, 
but  too  many  arbitrary  assumptions  and  approx- 
imations are  necessary  to  permit  of  accuracy 
with  the  steam  computations. 


f: 


-49. 


COST  OF  OPEEATION  OF  ELECTRIC  LOCOMOTIVES. 

To  arrive  at  a  fair  basis  of  comparison 
of  the  relative  costs  of  steam  and  electric 
locomotives,  the  figures  must  he  obtained  for 
some  unit  of  work  performed.  Before  such  unit 
costs  can  be  calculated,  however,  the  total 
cost  of  operation  over  a  definite  period 
must  be  arrived  at.  In  obtaining  these  amounts 
for  the  electric  locomotives  for  five  months 
of  operation,  the  cost  is  separated  into  some 
twenty-eight  items,  for  convenience  in  determ- 
ining the  total  expenses,  and  in  studying 
the  distribution  of  cost  with  variation  in 
amount  of  service.  The  following  items  are 
those  considered  by  the  Engineer  Accountant 
of  the  Northwestern  Elevated  R.R.  in  his  in- 
vestigation of  cost  changes. 
Train  Crew  Labor. 

The  employees  necessary  for  freight 
operation  include  motorman,  switchmen,  trolley 
men  and  a  yard  master.  These  men  are  paid  an 


-50- 

hourly  rate,  and  time  cards,  made  out  eaoli 
day  for  each  man,  are  handled  "by  the  regular 
routine  of  the  elevated  roada.  The  exact 
amount  paid  for  labor  can  be  obtained  from 
fheae  cards. 

Inspection  and  Repairs  to  Electric 
Locomotives. 

Each  locomotive  is  inspected  every  second 
week  and  any  necessary  minor  repairs  made 
as  required.  The  labor  for  such  inspection 
is  shown  on  the  shop  time  sheets,  and  the 
material  required  is  recorded  by  the  store- 
keeper. 

Time  of  General  Office  Clerks  devoted 
to  freight  purposes. 

This  item  covers  the  labor  of  the  time- 
keeper force  in  making  up  the  entries  for 
labor  for  freight  purposes,  making  out  the 
payroll, etc. 5he  time  of  all  other  clerks  and 
officials  is  not  included. 


-51- 


Sand 

The  cost  of  sand  includes  the  actual 
price  paid  for  the  sand  plus  the  actual  lahor 
costs  for  handling  it  into  bins.  The  cost  of  dry- 
ingit  and  placing  it  on  the  locomotives  is 
taken  care  of  under  item  2. 
Stationery 

This  includes  all  stationery  supplies 
furnished  "by  the  elevated  road  to  the  Freight 
Crews,  such  as  reports  cards,  time  cards  etc. 
Actual  costs  as  shown  hy  the  storekeepers 
requisitions  and  the  purchjising  department  are 
used* 

Interest  on  Captial  invested* 

The  toatl  amount  invested  in  the  two 
electric  locomotives  is  covered  hy  an  application 
for  expenses  #43£  amounting  to  |63,872.28 
^Interest  on  this  is  figured  at  7^,  the  rate 
allowed  by  the  Illinois  Public  Utility 
Commission  in  the  1919  valuation  of  the 
Elevated  Companies,  as  shown  on  page  61 


-52- 

of  the  Final  Order  of  the  Commission;  dated 

Jan.  4,1921,  The  interest  at  this  rate  amounts 

to  $  4,790,42  a  year,  or  $399.20  per  month. 

Depreciation  of  Blectrio  Locomotives 

An  attempt  was  made  by  the  Engineer 

Accountant  of  the  Elevated  Roads  to  determine 

the  life  of  the  electric  locomotives  from 

the  earperience  of  the  other  roads  with 

similar  service  conditions*  Axu   ezteneive 

correspondence  on  this  subject,  with  engineers 

skilled  in  valuation  an  estimating,  tends 

to  prove  that  the  life  of  the  locomotives 

will  average  from  twenty  to  thirty  years 

with  a  ten  percent  scrap  value,  A  typical 

reply  is  that  of  Sidney  Withington,  Electrical 

Engineer  for  the  New  York  Uew  Haven  and 

Hartford  Railroad  who  says, 

"  It  seems  to  me  that  maintainance  is  not 

always  100^  as  it  might  be  economical  to  allow 

locomotives  to  deteriorate  and  replace  them 
with  new  ones  after  a  period  of  years* 


-53- 

"Forthermore  It  seems  to  me  that 
Obsolescense  should  be  oonsidered,  as  the 
development  of  electrification  ia  rapid 
and  it  is  not  impossible  that  improvement  will 
be  made  wituxu  ohe  nexL  twenty  ;^eard  which 

will  permit  the  use  of  equipment  so  much  more 
efficient  than  equipement  at  present  available 
as  to  auilce  general  replacement  economically 
advisaole* 

"  All  things  considered  therefore, 
it  would  be  my  opinion  ■Cue/c  20  years  would 
be  a  reasonable  assumption  as  to  the  length 
of  life." 

As  a  fair  average  of  the  estimates 
a  life  of  Zti   years  is  assumed,  with  a  scrap 
value  of  ten  percent,  'fhe  original  cost 
is  63,6?2«23  so  the  salvage  value  is  estimated 
at  $o, 367.23,  and,  assuming  straight  line 
depreciation,  the  annual  depreciation  is 
^b7,485.0b  divided  by  2o,  or  ^  2,29^,40 
The  monthly  charge  is  then  ^1^1. 62* 


I 


m  • 


-54- 


Ineuranoe  on  Elec.  LooomCtive^ 

Tlie  actual  cost  of  insurance ,  as  submitted 
b^  MT  Love,  Ass't  Auditor,  is  $171«16  per 
^ear  or  fl4«27  a  month* 

Sand  Dryer  Interest 
The   sand  dryer  was  purchased  for  use  in 
freight  service  exclusively,  at  a  cost  offSVO. 
Allowing  interest  at  Tg^  as  above,  this  amounts 
to  $20.25  a  year,  or  $1.69  a  month* 
Sand  Dryer  Depreciation. 
The  estimated  life  of  tne  s^nd  dry*'  er  is 
10  years,  with  practically  no  scrap  value  at 
the  end  of  this  period,  ihia  ggves  a  depreciation 
charge  of  ^   27.00  per  year  of $2. 25  per  month. 
Lubrication  of  Locomotives 
In  spection  of  the  records  of  the  Shop 
Department  shows  tnat  the  average  amounts  of 
lubricants  used  per  month  were  as  follows: 
Electric  car  oil  10  gals, 

compressor  Oil  2  gals, 

wear  Urease  37  lbs. 

Woolen  Packing  Waste       5  los. 


-55- 


The  resulting  cost  then  for  the  five  month 
operation  pertaining  lubricants  totaled 
|40.90 

Locomotive  grake  Shoes 
The  cost  of  Brake  Shoes  is  governed  by 
a  contract  per  1000  car  miles  which  works  out  as 
follows: 


Month 

Mileage 

COntraotnPrice 

Cost 
per  mo. 

Kov. 

968 

.9293 

.90 

Dec. 

831 

.9293 

.77 

Jan. 

667 

.8579 

.57 

Peh. 

536 

.8579 

.46 

Mar. 

511 

.8579 

.44 

Other  Supplies 

for 

Fri^ght 

Service. 

This  item  includes  such  supplies  as 
cannot  be  allowed  to  any  particular  phase 
of  service,  such  as  tank  car  covers,  coal 
for  heating  locomotives  etc. 

Yardmasters  Office  Telephones 

There  are  two  phones  in  the  yard  masters 
office.  One  is  a  company  phone  for  which  a 
proper  proportion  of  the  switching  operation 
cost  is  |2.50  per  month. 


-56- 

The  Illinois  Bell  Telephone  is  an  exten- 
sion of  the  one  in  the  main  of five  at  Buena* 
The  charge  for  this  phone  is  75yi.  per  month 
for  the  extension  plus  one  half  of  the  regular 
phone  cost  of  this  telephone.  The  total  cost 
for  the  operation  of  these  telephones  over  the 
five  month  period  amounjfed  to  |70,55. 
Yardmaster*s  Office  Rent 

The  portion  of  the  Buena  Station  owned 
"by  the  St.  Paul  and  leased  to  the  Northwestern 
is  used  by  the  freight  department  as  an  office 
and  storehouse.  The  area  of  this  part  is  ahout 
557  square  feet. 

Based  on  the  1919  valuation  of  the  whole 
building,  and  at  7^,  the  rental  value  of  the 
part  used  "by  the  freight  "business  would  "be 
approximately  |900.00  per  year  or  |75.00 
per  month,  according  to  Mr.  Helton,  Real  Estate 
Agent  of  the  Elevated. 


-57- 


Yardmaater*s  Office  Electric  Light 
The  Yardmaater  reports  a  total  of  1401 
hours  of  electric  light.  There  are  five  23  watt 
Mazada  lamps  used  and  this  would  give  a  total  of 

161.1  M.  which  at  5{j  per  ZBH  would  make 
the  total  cost  of  the  five  months  operation 
amount  to  |;8.055 

The  total  cost  of  heating  the  Yardmasters 
office  for  the  same  five  month  period  amounted 
to  $71.10 

Taxes  on  Locomotive.  * 

$500.00  per  year  or  41.67  per  month. 
Electric  Energy  used  by  Locomotive 

This  is  actual  cost,  as  shown  by  meter 
reading  in  locomotives,  multiplied  by  the 
rate  paid  by  the  elevated  company  for 
electrical  energy. 

Repairs  to  Bldg.  used  exclusively  for 
freight  purposes. 

This  item  is  the  labor  and  material  cost  for 
repairs  to  freight  buildings  as  shown  by  labor 


-58- 


tlme  sheets  and  requisitions* 

Repairs  to  freight  track  trolley  equipement 
This  item  covers  only  repairs  on  trolley 
equipment  used  for  freight  purposes  and  is 
shown  hy  lahor  time  sheets  and  storehouse 
requisitions* 

Repairs  to  station  and  platforms 
Repairs  to  stations  and  platforms  by 
freight  oars  and  is  covered  "by  labor  tint  sheets 
and  storehouse  requisitions* 
Damage  to  Freight  Care. 
Cost  of  repairs  to  freight  cars  is  actual 
cost  as  shown  by  labo  time  sheets  and  requisitions* 

:: Damage  to  contents  of  freight  csrs* 
This  is  the  actual  amount  paid  to  claimant 
for  damage  to  contents  of  the  car* 

Personal  damage  on  ec count  of  freight 
accidents* 

This  includes  actual  amount  paid  to  claim- 
ant plus  any  costs  accruing* 

Maintalnance  of  freight  trolley  equipment. 


-59- 


TMs  Is  the  actual  cost  of  malntalnauce 
of  overhead  trolley  equipment  on  freight  racks, 

OtherExpenses 

This  item  carries  the  actual  cost  of  items 
not  allocated  to  any  other  itm,  such  costs  as 
switch  light  oil,  matches,  coal  for  flagman's 
shanty  and  various  other  small  items  due  to 
freight  operation. 

Tax  on  freight  business. 

The  1919  Tax  bill  from  the  St.  Paul 
Co.  gives  the  tax  on  freight  business  at 
I  7,240.50 

Owing  to  the  large  increase  in  freight 
rates  in  1920,  and  the  exceptionally  large 
business  done  in  1920,  it  is  ewtimated  that  the  receipts 
for  1920  would  be  approximately  $9000  per 
year  of  |7,50  per  month. 

Bent  of  G.U.S.&MR.B.  Locomotives. 

W^ile  one  electiio  locomotive  was  delivered 
prior  to  Uov.  1st  19E0,  the  other  was  not  put 
into  service  until  Nov.  15th.  In  the  interim 
an  electric  locomotive  was  rented  from  the 


-60- 

Chicago  North  Shore  &  Milwaukee  Railroad  and 
the  rental  price  was  paid  during  the  month  of 
Bee ember* 

ajhie  is  the  actual  cost  of  repairs  to 
the  Uorth  Shore  Locomotive  while  in  our  posse- 
sion* 


-61- 


C08t  Of  Electric  Operation, 

By  the  methods  outlined  in  the  preceding 
section,  the  cost  per  month  for  each  item 
can  be  calculated,  and  the  total  expense 
of  electric  operation  can  he  computed  for  each 
month* 

Since  the  basis  of  comparison  must  be 
on  the  locomotive  mile  as  a  unit,  the  cost 
of  each  item  is  given  as  total  for  the  month, 
and  as  dollars  per  locomotive  mile. 

Hovember  1920* 


Train  Crew  |3,3S6,00 
Insp.  &  repairs  to  148.03 
den.  office  exp.  15,00 
Elect.  Loc.  Int.  CThfo  399.20 
Elect.  LOC.  Depreciation  191.62 
Elect.  Loc.  Insurance   14,27 


Sand  Dryer.  Int.  (^7ffo         1.69 

Sand  Dryer  Depreciation  2.25 

Lubrication  8.80 

Braice  Shoes  968  Miles  ©  .9293 

Other  supplies  7.63 

Yardmaster  telephone    13.63 

"    office  rent    75.00 

"       E  light     1.34 

"       "  heat     14.22 

Taxes  on  Locomotive     41.67 


Cost/ 
Loco .Mile. 

|3.445 
0.153 
0.0156 
0.413 
0.198 
0.0147 
0.00175 
0.00233 
0.0091 
0.00093 
0.0079 
9.0141 
0.0775 
0.0014 
0.0147 
0.043 


-6E- 


Elect,  Power 

Any  other  expenses 

Tax  on  freight 


SEE,E4 
109,10 
750,00  ^. 


Train  Crew 


December  1920. 

I  2841.78 


Insp,  &  repairs  to  398,84 

General  Office  Clerks  15,00 

Elec.Loc,  Int.^  7|^  399.20 

"   "  Depreciationi^l  191.62 

"   "  Insurance  14.27 

Sand  Dryer  Int.  €7-|^  1.69 

"    "  Depreciation  2.25 

lubrication  8.80 

Brake  Shoes  831  miles  .77 

Other  supplies  for  freight610.12 

Yardmaster  telephone 

"    office  rent 

"      "    li^ht 

If      It 


heat 


TaxBS  om  Locomotive 

Elect.  Power 

Repairs  to  trolley  Equip. 

Freight  car  damage 

Any  other  expenses 

Tax  on  freight 

Rent  of  G.U.S.&M.Loco 


1920 
Train  Crew 
Insp.  &  repairs 
General  Office  clerks 
Elec.  Loc.  Int.  ©  7^ 
"     "  Depreciation 
"     "  Insurance 
Sand  Dryer  Interest  ©7^^ 

"    E   Depreciation 
Lubrication 
Brake  shoes 
Other  supplies 
Yardmaster  telphone 


13.36 
75.00 

134 
14.22 
41.67 
312.32 
83.05 
112,96 
490.11 
750.00 
££85^0a  ' 
$6663.37 


,841.78 

398.84 

15.00 

399.20 

191.62 

14.27 

1.69 

2.25 

8.80 

.57 


0.3333 
0.113 
0.775 
|F75^ — 


3.425 
•  470 
0.0181 
0.472 
0.2305 
0.0172 
0.0024 
0.0027 
0.0106 
0.00093 
0.7350 
0.0161 
0,0903 
0.0016 
0.0171 
0.0502 
0.3780 
0.1000 
0.1360 
0.5900 
0,9030 
0,3430 


14.52 


.425 
0.470 
0.0181 
0.472 
0.2305 
0.0172 
0.0024 
0.0027 
0.0106 
0.0009 

0.0218 


-63- 


Jan.  1921  (oont.) 

Rent, Yardmast ere  Office  |75.00 

Light,   "        "  1.34 

Heat,    "        "  14.22 

Taxes  on  Looo.  41.67 

Electric  Power  213.10 

Reprs  to  trolley  equip.  40.93 

Freight  car  damage  34.30 

Other  ezpenees  65.45 

Tax  on  Freight  750.00 

Repairs, O.K. S.&M.LOCO.  40.88 

$4911.34 


.1125 
0.0020 
0.0213 
0.0625 
0.3200 
0.0614 
0.0515 
0.1280 
1.1250 
0.0613 
|7.36 


Feb.  1921 


Train  Crew 
Insp.^  repairs 
General  Office  Clerks 
Cost  of  Sand 
Stationery 
Bleo.  Loco. 

n      n 


n      n 

Sand  Dryer, 

n      n 


Interest  6  7|f^ 
Depreciation 
Insurance 
Int.  ^  7i5J 
Depreciation 
Luhrication 
Brake  Shoes,  536  mi. 
Yardmaster's  telephone 
"      Office,  Rent 
"        "   ,  Light 
"       "   .  Heat 
Taxes  on  Loco. 
Elec.  Power 
Freight  car  damage 
Other  Sxpences 
Tax  on  Frei^t 

|3 


,770.36 

129.88 

15.00 

•  0,00 

13.50 

399.20 

191.62 

14.27 

1.69 

2.25 

8.58 

0.46 

15.14 

75.00 

1.34 

14.22 

41.67 

116.50 

9.91 

66,85 

750.00 

,627.44 


13.3000 
0.2420 

o.eeeo 

0.0000 
0.0252 
0.7450 
0.3570 
0.0266 
0.0032 
0.0042 
0.0160 
0.0009 
0.0283 
0.1400 
0.0025 
0.0265 
0.0777 
0.2175 
0.0185 
0.1060 
1.4000 


-64- 


March,  1921 

Train  Crew               |1395,45  |2,«7S00 

Insp,  &  repairs             89 ,21  •1745 

General  office  clerks        15*00  #0294 

Cost  4f  sand                47,64  .0933 

Elect.  Loc.  Interest©7i^     399.20  .7820 

w      "   Depreciation     191,62  .8750 

"      "   Insurance        14,27  ,0280 

Sand  Dryer  Interest  *£7if$      1.69  .0034 

"    "    Depreciation      2.25  .0044 

Lubrication                 6,03  .0118 

Brake  shoes  511  miles          ,44  .0009 

Yardmaster's  telephone       13.90  .0272 

Yardamster's  office  telephone  75.00  .1470 

1.34  .0026 

14,22  .0278 

41.67  .0816 

110.20  .2160 

95,94  ,1880 

55,72  .1090 

750.00  1,1700 

5S05.79  6,4700 


Yardmaster's  office  light 

Yardmaster*s  office  heat 

Taxes  on  locomotive 

Elect,  Power 

Maint,  of  Overhead  Equip, 

Any  other  expenses 

Tax  on  freight 


Totaling  and  averaging  the  various 
items  over  the  five  months,  and  grouping 
them  under  the  proper  headings  another 
tahle  can  be  prepared  as  on  the  following 
p&ge; 


-65- 


Cost  Item    Total 
5  mo* 
Fixed  Cfegs. 
Interest    $1996,00 
Depreciation  958,10 
Insurance     71,35 
Taxes        208.35 
Sand  Dryer  Int.  8.45 
Depr.11.25 


Av./  mo. 


Co St /log. 
Mile 


II 


Operating 
Expenses. 
laBor      ^^11500. 66 
Insp.  Repairs  1419.54 
Labor  Gen. Off.   74.00 
Sand  145.04 

Stationery  13.50 
lubrication  40.90 
Brake  shoe  chgs.  3.14 


Supplies 

Telephone 

Light 

Heat 

Fuel^ower 


617.75 

70.45 

6.70 

71.10 

1074.36 


^399.20 

191.62 

14,27 

41.67 

1.69 

2.25 


P300.13 

283.91 

15.00 

29.01 

2.70 

8118 

.63 

123.55 

14.09 

1.34 

14.22 

214,87 

159.45 

750.00 


Other  expenses  797.23 
Tax  on  freight3750,00 

Maintainance 
and 

Damages 
Trolley  Equipment  123.98  24.60 
Freight  Cars   157.17    31,43 
Overhead       95.94    19.19 
Grand  Total  $23850. 63|4'5'70. IS 


$  .5780 
.2725 
.0203 
,0594 
.0024 
•  0032 


.2750 
.4036 
.0213 
.0414 
.0038 
.0116 
,0009 
,1760 
,0200 
.0019 
.0202 
.3060 
.2270 
1,0680 


.0353 
,0447 
.0273 

p. 7266 


-66- 


liiis  gives  the  UotJai  cose  of  tii©  elec- 
triciil  oper6,tion  as  $6.7366  per  locomotive  mile, 
an   average  over  xne  five  montiis.  This  is  the 
figure  to  oe  used  in  comparing  the  cost  of 
electric  locomotive  service  with  that  of  steam. 
Wh&le  there  is  some  chance  of  error  due  to 
the  fact  that  records  were  tafcen  over  only 
five  months,  still  these  five  months  should 
give  a  fair  approximation  of  the  yearly  average. 
At  any  sate,  the  error  is  negligible  when 
some  of  the  assumptions  necessary  in  deter- 
mining tne  steam  costs  are  taicen  into  consid- 
eration. 


-67- 


COST  OF  STEAM  OPERATION. 

The  steam  locomotives  used  in  the  switching 
service  on  the  Evanston  Line  of  the  C.  M.  &   St.  p. 
R.  R.  were  of  the  Northwestern  1-5  class.  This  is 
a  0-6-0  type  of  switching  engine  having  a  tractive 
effort  of  28,158  lb.,  a  weight  on  drivers  of 
127,000  lb.,  and  a  grate  area  of  25.8  sq.  ft.  Com- 
plete dimensions  and  specifications  are  shown  on 
the  accompanying  blueprint  and  table. 

This  type  of  engine  was  used  on  the  switch- 
ing  service  for  the  reason  that  it  was  the  only 
type  of  C.M.&  St. P.  switcher  that  was  light  enough 
to  operate  on  the  elavated  structure.  It  so  hap- 
pens that  if  its  weight  and  tractive  effort  are 
calculated  theoretically,  they  agree  substantially 
with  the  actual  results. 

As  was  ex|>lained  before,  the  cost  data  on 
steam  operation  is  largely  of  an  arbitrary  nature, 
and  represents  average  costs  on  the  Chicago  Ter- 
minal Division  of  the  C.  M.  &  St.  P.  R.  R.  rather 


-68- 


than  the  specific  cost  of  operation  on  the  Evan- 
ston  Line, 

To  reduce  these  costs  to  the  locomotive 
mile  unit,  three  different  methods  were  uded. 

For  fixed  charges,  the  total  yearly  charge 
was  divided  by  the  yearly  mileage  which  would 
prevail  if  the  electric  locomotives  continued  to 
operate  at  their  present  average  net  speed. 

For  operating  costs,  exclusive  of  labor  and 
.those  items  which  were  common  to  both  steam  and 
electric  operation,  figures  were  first  obtained 
on  a  locomotive  hour  basis.  This  was  possible 
because  all  the  C.  M.  &  St.  P.  costs  are  figured 
on  an  average  switching  speed  of  six  miles  an 
hour.  This  cost  per  locomotive  hour  was  then  di- 
vided by  an  arbitrary  speed  of  one  and  one  quar- 
ter miles  an  hour,  which  represents  the  approx- 
imate speed  on  the  Evanston  Line. 

For  labor  costs,  the  wages  per  hour  were  di- 
vided tjy  the  speed  of  one  and  one  quarter  miles 
an  hour 


-69- 


TABLE  OF  ITEMS  ENTERINg  INTO  THE  COST 


OF  STEAM 

OPERATION.. 

Itemized 

Cost  per 

Cost  per 

Factors 

loc.  hr. 

loc.  ml. 

Fixed  Charges 

Interest 

.2380 

Depreciation 

.1427 

Insurance 

.0013 

Taxes 

.0391 

Coal 

1.8500 

1.4800 

Repairs  (running) 

.5148 

.4110 

Repairs  (classified) 

.2844 

.2275 

Enginehouse  expense 

.8676 

.6940 

Water 

.1014 

.0811 

Lubricants 

*0252 

.020S 

Other  supplies 

.0489 

.0391 

Labor 

4.4300 

General  office  clerks 

etc. 

.0214 

Telephone  -  Yardmaster 

.0194 

Rent  -  Yardmaster 's  office 

.4068 

Light  -     »• 

It 

.0019 

Heat  -      " 

n 

.0202 

(  Continued  on 

next  page. 

) 

-70- 


TABLE  OF  ITEIVIS  ENTERING  INTO  THE  COST 
OF  STEAM  OPERATION, 
(  Continued  ) 
Itemized  Cost  per 

Factors.  loc.  ml. 


Freight  car  damage 
Tax  on  freight 
Any  other  expenses 

Total  cost  of  steam  operation 


.0480 

1.0680 

.2270 

9.5177 


The  detailed  figures  and  methods  used  in 
obtaining  the  above  results  are  shown  in  the 
following  discussion: 


YEARLY  MILEAGE. 

The  yearly  mileage  used  in  computing 
the  fixed  charges  per  locomotive  mile  for  steam 
operation  was  assumed  to  be  the  sajne  as  for  the 
electric  service.  This  is  true  for  all  practical 
p\irposes  because  the  distance  transversed  by  two 
locomotives  of  practically  the  same  size  and 
power,  in  performing  a  definite  service  is  nee- 


-71- 


essarily  the  same. 

Prom  figures  furnished  by  the  transporta- 
tion department  of  the  Chicago  Elevated  R.R., 
the  total  mileage  made  by  the  two  electric  loco* 
motives  from  Nov.  1,  1920,  to  Mar. 31,  1921,  was 
3,513.  As  this  represents  the  mileage  for  five 
months  for  two  locomotives,  the  yearly  mileage 
per  locomotive  would  be: 


3513  X  12  X  1  s  4210. 
5   2 


NET   SPEED 

The  total  mileage  and  the  total  hours  of 
service  of  the  two  electric  locomotives  were  ob- 
tained for  the  months  of  November  and  December, 
1920. 

Month     Mileage     Hours     Net  Speed 
Nov.      968.48      728        1.325 
Dec.      831.00       639        1.305 

It  is  known  that  the  net  speed  attained  in 
steam  operation  is  smaller  than  that  in  electric 
service,  but  no  definite  figures  were  obtainable 


-72- 


for  the  former.  Therefore  an  arbitrary  speed  of 
one  and  one  quarter  miles  an  hour  was  assumed, 
which  is  slightly  less  than  the  net  speed  of  el- 
ectric operation.  This  is  probably  higher  than 
the  true  net  speed  of  the  steam  service,  but  it 
will  serve  for  purposes  of  comparison. 

FIXED  CHARQES 

A  value  of  $20,000  was  given  to  the  class 
1-5  steam  locomotives  as  a  present  day  reproduc- 
tion price.  This  was  obtained  by  applying  a  fac- 
tor of  2.5  to  the  "before-the-war"  value  (|8000) . 

II^EREST.T 

The  rate  paid  by  large  railroads  such  as 
the  C.  M.  &  St.  P.  for  money  ranges  from  4-1/2  % 
to  5-1/2  %.  An   average  value  ot  5  %  was  assumed 
for  this  purpose.  The  yearly  interest  charge  is 
divided  by  the  yearly  mileage  to  obtain  the  cost 
per  locomotive  mile. 


20.000  X  .05  s  .238  /  loc.  mi. 
4210 


-73- 


DEPRECIATION 

The  depreciation  rate  charged  against  steam 
locomotives  of  the  1-5  class  is  5  %*   This  repre- 
sents a  33  year  life,  altho  at  the  end  of  that 
time  the  locomotive  may  be  madeo(Sf  totally  dif- 
ferent materials  due  to  classified  repairs. 


20.000  X  ,03  s  1.1427  /  loc.  mi. 
4210 


INSURANCE 

Very  little  data  was  obtainable  on  insur- 
ance rates  for  steam  locomotives.  Prom  an  anal- 
ysis of  the  cost  of  work  train  service  prepared 
by  the  Illinois  Central  R.  R. ,  a  rate  of  .00028 
on  the  value  of  the  locomotive  was  found. 


20.000  X  .00028  -  |. 00133  /  loc.  mi. 
4210 


TAXES 

The  allocation  of  taxation  charges  to  indi- 
vidual locomotives  is  a  very  difficult  task,  and 
is  never  carried  out  on  a  road  of  the  size  of  the 
C.  M.  &  St.  P.  It  is  known,  tho,  that  the  rate 
is  the  same  for  steam  and  electric  locomotives 
in  the  same  service.  Therefore  that  proportion- 


-74- 


al  part  of  the  charge  oU  the  electric  unit,  de- 
termined by  the  ratio  of  the  present  day  values, 
was  used  for  the  steam  engine  taxation  charge. 

20.000  X  .0625  e  J. 0391  /  loc.mi. 
32,000 

COAL 

An  attempt  was  first  made  to  obtain  the 
weight  of  coal  used  1^  the  identical  locomotives 
•in  the  Evanston  service  over  a  period  of  time 
for  which  the  mileage  was  known.  Because  of  the 
complexity  of  the  records,  the  value  of  such  a 
figure  would  not  be  worth  the  time  expended. 

Instead,  the  average  weight  of  coal  burned 
per  locomotive  mile  on  the  Chicago  Terminal  Div- 
ision of  the  C.  M.  &  St.  P.  R.  R.  was  obtained 
from  the  office  of  the  Terminal  Superintendent 
over  three  months  of  average  operation.  The  serv- 
ice on  this  division  is  entirely  switching,  and 
equal  parts  of  it  are  handled  by  locomotives  of 
classification  1   and  C.  Therefore,  if  the  aver- 
age coal  consumption  is  multiplied  by  the  ratio 
of  the  1-5  grate  area  to  the  average  grate  area 
of  the  division,  a  fair  value  for  1-5  operation 


-75- 


.may  be  found. 

Average  coal  comsumption  on  Chicago  Ter. 
Div.  for  Oct.,  Nov.,  and  Dec. 1920  s  173#/loc.  mi. 

Average  grate  area  on  Chicago  Ter,  Div.  = 
36,6  sq.  ft. 

Grate  area  of  1-5  locomotive  =  25.8  sq.  ft. 

Therefore  Class  1-5  consumption  • 

173  X  25.8  B  122,  say  \2^  lb.  /  loc.  mi, 

36.6 

The  cost  of  coal  delivered  to  the  locomotive 
on  the  Chicago  Terminal  Division  is  |4.94  /  ton. 
Taking  into  account  the  auditing  department  speed 
of  6  mi,  /  hr.,  and  the  actual  speed  of  1.26  mi. 
per  hr.,  the  cost  of  coal  per  locomotive  mile  may 
be  determined  as  follows: 


125  X  _6 X  4.94  -  |1.4800  /  loc.  mi. 

2000   1 .25  ^    - 


REPAIRS  (  RUNNING  ) 

The  cost  of  running  repairs  was  determined 
for  three  locomotives  operating  in  the  Evanston 
service.  The  cost  per  locomotive  mile  on. a  basis 
of  a  speed  of  6  mi.  /  hr.  was  first  determined, 
and  from  this,  the  cost  in  the  industry  service 


-76- 

was  found  "by  use  of  the  speed  ratio. 

Locomotive   Cost     Mileage   Cost  /  loc.  ml. 
1507     1367.00    14,861    .0920 
1522     1531.62    19,965    .0767 
1526      297.52     2,433    .1204 


3196.14    37,259    .0858 


.0858  X  6>00  .  .4100  /  loc.  mi. 
1.25 


REPAIRS  (  CLASSIFIED  ) 

The  cost  of  classified  repairs  was  obtained 
In  the  same  manner  as  was  the  cost  of  running 
repairs. 


Locomotive 

Cost. 

Mileage. 

1504 

1044.62 

690 

1505 

18,732 

1507 

1484.54 

14,861 

1322 

583.19 

19,965 

1528 

11,452 

- 

-  ^ 

3112.35     65,700 


3112.35  X  6.00  s  1.2275  /  loc.  ml. 
65,700   1.25 


-77- 

ENGIKEHOUSE  EXPENSE 

The  average  cost  of  enginehouse  expense  per 
locomotive  mile  on  the  Chicago  Terminal  Division 
was  obtained  from  the  Terminal  Super intendant 
for  the  months  of  Oct . ,Nov. ,and  Dec. 1920.  This 
figure  was  multiplied  by  6/7,  the  ratio  of  the 
weight  on  drivers  of  the  class  1-5  engines  to 
the  average  weight  on  drivers  of  the  entire  div- 
ision. It  was  again  multiplied  by  the  speed  ratio 
to  obtain  the  cost  per  locomotive  mile  for  the 
industry  service. 


.1686  X  6  X  6.00  s  1.6940  /  loc.  mi. 
7   1.25 


WATER 

This  figure  and  the  two  following  were  ob- 
tained in  the  same  manner  as  the  above. 


,0198  X  6  X  6.00  tt  $.0811  /  loc.  mi. 
7   1.25  - 


LUBRICANTS 


.0049  X  6  X  6.00  •  $.0i02  /  loc.  mi. 
7   1.25 


-78- 


OTHER  SUPPLIES 

This  includes  the  cost  of  repairs  to  tools, 
furniture,  and  other  movable  articles  required 
by  steam  locomotives. 


.0095  X  6  X  6.00  r  $.0591  /  loc.  mi. 
7   1.25 


LABOR 

This  item  includes  the  wages  of  the  train 
crew,  the  switchman  at  Buena,  and  one  half  of 
the  wages  paid  the  yardmaster  at  Division  St.  It 
represents  the  same  complement  of  men  as  are  ta- 
ken into  account  in  the  cost  of  electric  opera- 
tion. The  total  hourly  wages  paid  are.  divided  by 
the  speed  of  1.25  mi.  per  hr.  to  obtain  the  cost 
per  locomotive  mile. 

REMAINING-  ITEMS 

The  remaining  costs  are  those  which  are 
common  to  both  steam  and  electric  operation. 
They  are  taken  directly  from  the  electric  opera- 
tion cost  data  and  transferred. 


-79- 


SUMMARY 
All  of  the  cost  data  o"btained  on  the  two  s 
systems  of  freight  service  for  the  St,  Paul  ind- 
ustry trades  axe  summed  up  in  the  comparative 
table  given  below. 


COST  ITEMS 


COST  PER  LOCO.^, 


FJiECTKTC 

STEAM 

fixed  Charges 

Interest  on  Locomotive 

10.5780 

$0.2360 

Depreciation    " 

0.E726 

0.1427 

Insurance       " 

0.0203 

0.0013 

Taxes          " 

0,0594 

0.0391 

Interest  on  Sand  Bpyer 

0.00E4 

- 

D6pre£iation  __" ^I. 

0.0032 

& 

TOTAL 

$0.9355 

$0.4211 

Operating  E35)enses 

Train  crews 

10.2750 

$3.5790 

General  Office  Clerks 

0.0213 

0.0213 

Electric  Power 

0.3060 

- 

Coal 

- 

1.4400 

Water 

. 

0.0768 

4~.. 


80- 


COST  ITEMS 


COST  PEB  LOCO . -MI . 


ELECTRIC 


$0.0116 
0.4046 
0.0452 
0.1066 
0.0019 
O.OEOS 


Labrioante 

Inspection  &   Repairs 
Supplies  for  Locomotive 
Yardmaster's  Office  Rent 

"         "    Light 

"         "    Heat 

"  "         TelepliojaeO.0200 

Supplies  for  Freight  Service  0.1760 
Other  Szpeuaes  0.2270 

Taxjon  J?r e i£h t 1.06b0 

TOTAL  $5.6836 

Maintenaiioe  &  Laioages 
Repairs  to  Trolley  Equip.        $0.0353 
Maint.   of  Overhead.  Equip.  0.0273 

Repairs  to  Freight  Buildings 

Damajge  lo_Freijght_Cars 0.0447 

TOTAL  #0.1073 


STEAM 
f 0.19 60 
1.2960 
0.3600 
0.1066 
0.0019 
0.0202 
0.0200 
0.1760 
0.2270 
1.0680 
.6138 


0.0447 


.0447 


(JRAJaH  TOTAL 


$6.7266 


.0796 


/ 


4- 


i-   , 


-81- 


(Dhese  figures  show  that  the  totai  operat- 
ing costs  of  steam  locomotives  are  greater  than 
those  of  electric  locomotives  for  this  switch- 
ing service,  due  to  the  much  greater  operaTJing 
expenses .The  fixed  charges  against  electriocop- 
eration  are  however,  more  th&li  twice  those  ag- 
ainst the  steam*  Xhis  is  due  principally  to  the 
much  greater  original  cost  of  the  electrical 
equipment,  and  in  some  measure  to  the  fact  that 
the  steam  road  can  obtain  mone;y  at  a  lower  rate 
of  interest,  and  that  the  depreciation  is  leva 
on  a  steam  locomotive  because  the  factor  of  ob- 
solesenoe  is  not  considereded* 

Maintenance  and  damage  to  equipment  other 
than  the  locomotive  is  of  course  greater  for  the 
electric  engine<i  because  of  the  extra  electrical 
equipment  so  affected. 

She  operating  costs  show  the  great  advan- 
tages of  the  electric  locomotive.  The   largest 
saving  is,  as  may  be  expected,  in  the  fuel  cost, 
the  electric  locomotive  requiring  only  iipO.306 


-83- 


per  locomotive  mile  for  electric  power  as 
against  $l«6l88  for  coal  and  water  on  the 
steam  locomotive,  Tlie  next  greatest  saving 
is  in  tiie  item  for  inspection, reapirs 
and  renewals.  T/here  this  amounts  to  only 
$0»S9£9  per  locomotive  mile  for  tne  electric 
locomotive, the  steam  engine  requires  $1.2950. 
Other  items  show  a  proportienace  saving. 

It  will  be  noticed  that  many  items  are 
taken  at  the  same  figures  for  both  steam 
and  electric  operation.Jj'or  the  most  part, 
these  are  arbitrary  assumptions  based 
upon  the  condition  of  approximately  equal 
service  rendered.  Such  items  as  lardmaster's 
Office  expenses,  Supplies  for  freight,  tax 
on  freight, general  office  cler^fes  etc., 
are  taken  as  for  equal  amounts  of  freight 
service,  and  corresponding  numbers  of 
locomotive  miles  perJiJ  year.  Simile  not  strictly, 
accurate,  "Chis  is  sufficiently  so  for  these 
items. 


I .. 


-83- 


Considered  as  a  whole,  tiie  electric 
locomotive  is  much  tne  more  economical 
for  the  switching  service  on  the  St,  Paul 
Industry  Tracks .fhe  total  saving,  as  shown 
by  these  figures  is  practically  25^  of 
the  cost  of  steam  operation. 

Since  all  of  the  outstanding  con- 
siderations are  in  favor  of  electric  operation; 
i.e.,  the  greater  convenience  of  one 
management  and  one  dispatcher  for  the 
passenger  and  freight  service;  the  greater 
speed  of  operation  with  less  interference 
with  passenger  schedules  and  more  wori 
done  per  unit  time;  and  the  quietness 
of  operation,  with  tne  elimination  of  the  smoke 
and  dirt  nuisance,  the  change  to  electrical 
operation  is  fully  justified» 


THESIS 

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